Skip to content
Disclosery

4WEALTH ADVISORS, INC.: SLYV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on SLYV, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 9,589 SLYV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,589 shares
    Change vs previous 13F +757 shares

    0.68% of the 13F portfolio, value $985,349.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,832 shares
    Change vs previous 13F -230 shares

    0.74% of the 13F portfolio, value $960,482.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 9,062 shares
    Change vs previous 13F +13 shares

    0.72% of the 13F portfolio, value $839,107.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 9,049 shares
    Change vs previous 13F +379 shares

    0.71% of the 13F portfolio, value $823,177.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 8,670 shares
    Change vs previous 13F +553 shares

    0.71% of the 13F portfolio, value $768,617.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 8,117 shares
    Change vs previous 13F +243 shares

    0.67% of the 13F portfolio, value $647,427.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 7,874 shares
    Change vs previous 13F +878 shares

    0.68% of the 13F portfolio, value $617,347.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 6,996 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $610,435.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).